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1,997 hedge funds and large institutions have $102B invested in Intuit in 2026 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 803 increasing their positions, 794 reducing their positions, and 431 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 4631 (-15)

35% less capital invested

Capital invested by funds: $157B → $102B (-$55.4B)

49% less first-time investments, than exits

New positions opened: 219 | Existing positions closed: 431

Holders
1,997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28B
Puts
$2.01B
Net Calls
Net Calls Change

Top Buyers

1 +$941M
2 +$850M
3 +$663M
4
UBS Group
UBS Group
Switzerland
+$531M
5
Invesco
Invesco
Georgia
+$516M

Top Sellers

1 -$710M
2 -$675M
3 -$643M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
5
BlackRock
BlackRock
New York
-$456M
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
976
LGT Capital Partners
Switzerland
$1.15M
CWM
977
Circle Wealth Management
New Jersey
$1.15M
SWM
978
Scissortail Wealth Management
Oklahoma
$1.14M
SVCP
979
Silicon Valley Capital Partners
California
$1.14M
CCWM
980
Correct Capital Wealth Management
Missouri
$1.13M
CNC
981
Citizens & Northern Corp
Pennsylvania
$1.13M
EFG
982
Everhart Financial Group
Ohio
$1.13M
PA
983
PFG Advisors
Arizona
$1.13M
CYG
984
Clean Yield Group
Vermont
$1.13M
CI
985
Cigna Investments
Connecticut
$1.13M
GAM
986
Gemmer Asset Management
California
$1.13M
XT
987
XTX Topco
Cayman Islands
$1.12M
NWAG
988
Net Worth Advisory Group
Utah
$1.12M
MYLI
989
Meiji Yasuda Life Insurance
Japan
$1.12M
FLI
990
Family Legacy Inc
South Carolina
$1.12M
DWM
991
Darwin Wealth Management
Florida
$1.11M
SC
992
Saturna Capital
Washington
$1.11M
HI
993
Harbour Investments
Wisconsin
$1.11M
CIA
994
Choate Investment Advisors
Massachusetts
$1.11M
FCBT
995
First Citizens Bank & Trust
North Carolina
$1.1M
HSA
996
HBK Sorce Advisory
Pennsylvania
$1.09M
NP
997
NorthRock Partners
Minnesota
$1.09M
GI
998
GLOBALT Investments
Georgia
$1.09M
PTFIS
999
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.09M
Lord, Abbett & Co
1000
Lord, Abbett & Co
New Jersey
$1.09M